Horizon Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Horizon Wealth Management’s Portfolio VV Stock Details VV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$208K	Hold	695	–	–	0.03%	131
2025 Q4	$219K	Hold	695	–	–	0.03%	122
2025 Q3	$214K	Buy	+695	New	+$206K	0.03%	121

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Horizon Wealth Management's VV Position: Q1 2026 in Review

Horizon Wealth Management held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q1 2026 at 695 shares worth $208K. The position accounts for 0.03% of the portfolio, ranked #131.

Horizon Wealth Management first reported a position in VV in Q3 2025 and has held it in 3 quarters since. The position peaked at $219K in Q4 2025. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Horizon Wealth Management held 695 shares of Vanguard Morningstar Large-Cap ETF worth $208K as of Q1 2026.
Horizon Wealth Management left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q1 2026.
Vanguard Morningstar Large-Cap ETF made up 0.03% of Horizon Wealth Management's portfolio in Q1 2026, its #131 holding.
Horizon Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2025 and has held it in 3 quarters since.
Horizon Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $219K in Q4 2025.
1,310 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

Based on Horizon Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.